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Are RMDs as Bad as Everyone Thinks?

A Better Way Financial

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Are RMDs as Bad as Everyone Thinks?

12 просмотров · 10 дн. назад
A Better Way Financial
160 подписчиков
12 просмотров · 10 дн. назад
Are RMDs really a retirement tax monster, or is the fear sometimes bigger than the reality? On this episode, Frank and Frankie Guida discuss when required minimum distributions become a genuine concern and when they may be less impactful than many retirees expect. They explore how spending habits, income sources, portfolio structure, and Roth conversions can influence the tax consequences of RMDs. The conversation also highlights why personalized retirement and tax planning can help retirees evaluate their options and make informed decisions about their long-term financial goals.   Schedule a complimentary appointment: A Better Way Financial (https://calendly.com/daniel-abetterwa...)   Learn more about Frank and Frankie's book here (https://abetterwayfinancial.com/book/) !   Buy Frank's book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams (https://www.amazon.com/Book-Retiremen...) .”   Buy Frankie's book! Amazon Best Seller, ""A Better Way to Retire: How a Fiduciary Retirement Planner Can Be the Key to Financial Success" (https://www.amazon.com/Better-Way-Ret...)   CLICK HERE to register (https://abetterwayfinancial.com/events/) for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.   Follow us on social media: Facebook (  / abetterwayfinancial  ) | LinkedIn (  / a-better-way-financial  ) | YouTube (https://www.youtube.com/@abetterwayfi...)     See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.